Christopher Whitaker, CFP®, AIF®
With Apriem Since 2017
Expertise: Creating retirement plans, analyzing cash flow plans, insurance reviews, and anything else related to the question: “How do I accomplish this goal?”
Serves clients to the highest degree: Christopher has a unique knack for simplifying finances into easy to understand analogies, and spotting inefficiencies in someone’s overall financial picture. He goes the extra mile for clients whenever they need him, drives to their house, takes a call after hours, and helps explain good financial skills to their children and grandchildren.
Acquired wisdom: After starting in pharmaceutical sales, Christopher worked for a comprehensive planning firm where he trained in the six major areas of financial planning: estate planning, retirement planning, tax planning, investment planning, risk management and cash flow management. This taught him what he really wanted to do – serve people financially, and Apriem is the place to do it.
Finds balance: Playing and watching sports, reading personal development books, chess, and (responsible) beer tasting.
Fun fact: One of the shortest kids in elementary and middle school, Chris grew more than six inches between eighth and ninth grades. He continued to grow up until college and is now 6’2”.